节点:下游(终端消费/应用)位置:下游情绪:利空参考度:10/10
印尼矿业服务协会(Aspindo)提醒,若政府通过2026年工作计划与预算(RKAB)削减煤炭产量,可能引发裁员潮。
协会执行主任班邦·查约诺指出,产量大幅削减将直接冲击矿业服务企业——这类企业是印尼煤炭开采运营的核心前沿力量。据其介绍,印尼约85%至90%的煤矿由承包商负责作业,因此一旦配额显著缩减,服务企业将首当其冲。
Aspindo涵盖超150家矿业服务企业,包括承包商、供应商及设备服务商等。这种产业结构下,任何压制产量的政策都会对整个服务生态产生连锁影响。班邦称,最直接的初期影响是工程设备大面积闲置,而多数设备通过融资或租赁获得,即便停运仍需支付成本,现金流压力将十分沉重。
他进一步表示,现金流承压最终可能迫使企业降本增效,包括裁员。尽管目前裁员尚未像过往煤炭行业低...
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